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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
HEIP
401
Hudson Edge Investment Partners
New Jersey
$531K -$8.63K -265 -2%
KFC
402
Klingenstein Fields & Co
New York
$529K +$71.6K +2,200 +15%
MIM
403
MPI Investment Management
Illinois
$527K +$536K +16,455 New
IH
404
IFC Holdings
Florida
$524K -$135K -4,161 -20%
SCA
405
Snowden Capital Advisors
New York
$521K +$26.3K +808 +5%
IWM
406
IHT Wealth Management
Illinois
$521K +$45.9K +1,409 +10%
YWP
407
YorkBridge Wealth Partners
New York
$517K -$236K -7,262 -32%
BKA
408
Brick & Kyle Associates
Pennsylvania
$511K -$46.3K -1,421 -8%
TPWA
409
TRUE Private Wealth Advisors
Oregon
$505K -$24K -737 -4%
Cetera Investment Advisers
410
Cetera Investment Advisers
Illinois
$495K +$25.6K +786 +5%
HFA
411
High Falls Advisors
New York
$494K
VWM
412
Valley Wealth Managers
New Jersey
$492K -$31.7K -975 -6%
DWA
413
Douglass Winthrop Advisors
New York
$490K +$85.5K +2,625 +21%
IFWM
414
Institute for Wealth Management
Colorado
$490K +$89.2K +2,739 +22%
TAM
415
Tocqueville Asset Management
New York
$485K +$26K +800 +6%
FPS
416
Fieldpoint Private Securities
Connecticut
$472K +$70.8K +2,175 +17%
TNBTD
417
Trustmark National Bank Trust Department
Mississippi
$464K
CCM
418
Coe Capital Management
Illinois
$462K +$9.61K +295 +2%
MAA
419
Mraz Amerine & Associates
California
$455K -$81.4K -2,500 -15%
CAN
420
Claraphi Advisory Network
United States
$454K +$461K +14,167 New
MRCM
421
M&R Capital Management
New Jersey
$451K -$3.26K -100 -0.7%
BA
422
Birinyi Associates
Connecticut
$449K +$57.3K +1,760 +14%
SCA
423
Sage Capital Advisors
South Dakota
$448K
SRCM
424
Swift Run Capital Management
Virginia
$448K
ORI
425
Oak Ridge Investments
Illinois
$442K